Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWP vs JUEAX
Shared holdings
15
SWP covered by JUEAX
31.28%
JUEAX covered by SWP
31.28%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 48 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
SWP (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| MICROSOFT CORP | 3.95% | |
| ALPHABET INC CL A | 3.90% | |
| APPLE INC | 3.64% | |
| BROADCOM INC | 3.30% | |
| FIRST AM-TR OB-X | 3.04% | |
| PHILIP MORRIS INTL INC | 2.78% | |
| PROLOGIS INC REIT | 2.73% | |
| FLOWSERVE CORP | 2.70% | |
| INTL BUS MACH CORP | 2.69% | |
| ORACLE CORP | 2.60% | |
| BAKER HUGHES CO | 2.51% | |
| TOLL BROTHERS INC | 2.51% | |
| CENCORA INC | 2.45% | |
| META PLATFORMS INC CL A | 2.39% | |
| JPMORGAN CHASE and CO | 2.36% | |
| EMERSON ELECTRIC CO | 2.30% | |
| TJX COS INC | 2.29% | |
| APPLIED INDU TEC | 2.22% | |
| NEXTERA ENERGY INC | 2.20% | |
| MEDTRONIC PLC | 2.20% | |
| ASTRAZENECA PLC | 2.20% | |
| RTX CORP | 2.18% | |
| ABBVIE INC | 2.04% | |
| BLACKROCK INC | 2.02% | |
| LILLY ELI and CO | 1.97% | |
| FREEPORT MCMORAN INC | 1.93% | |
| JEFFERIES FINANCIAL GROUP INC | 1.85% | |
| CITIGROUP INC | 1.83% | |
| Silicon Motion Technology Corp. SPONSORED ADR | 1.80% | |
| STMicroelectronics N.V. SPON ADR EACH REP 1 ORD SHS | 1.72% | |
| DARDEN RESTAURANTS INC | 1.72% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 1.72% | |
| UNION PACIFIC CORP | 1.69% | |
| PNC FINANCIAL SERVICES GRP INC | 1.64% | |
| CAN NATURAL RES | 1.62% | |
| SCOTTS MIRACLE GRO CO | 1.56% | |
| BLACKSTONE INC | 1.54% | |
| UNITED PARCEL SERVICE INC CL B | 1.50% | |
| GOLDMAN SACHS GROUP INC | 1.46% | |
| TOYOTA MOTOR CORP -SPON ADR DEPOSITARY RECEIPT | 1.45% | |
| DICKS SPORTING GOODS INC | 1.44% | |
| ENBRIDGE INC | 1.36% | |
| AMERICAN EXPRESS CO | 1.30% | |
| UNITED RENTALS INC | 1.28% | |
| NIKE INC CL B | 1.18% | |
| DIGITAL REALTY TRUST INC | 1.14% | |
| DUKE ENERGY CORP NEW | 1.11% | |
| CAMECO CORP | 1.03% |
JUEAX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 8.88% | |
| APPLE INC | 7.02% | |
| AMAZON.COM INC | 5.30% | |
| ALPHABET INC CL A | 4.84% | |
| MICROSOFT CORP | 3.87% | |
| BROADCOM INC | 3.40% | |
| META PLATFORMS INC CL A | 3.38% | |
| WELLS FARGO & CO | 3.16% | |
| MASTERCARD INC CL A | 2.96% | |
| LOWES COS INC | 2.49% | |
| NEXTERA ENERGY INC | 2.47% | |
| AMERICAN EXPRESS CO | 2.40% | |
| MCDONALDS CORP | 2.35% | |
| WALMART INC | 2.05% | |
| WALT DISNEY CO/T | 1.92% | |
| BAKER HUGHES CO | 1.80% | |
| LILLY ELI and CO | 1.79% | |
| NORTHROP GRUMMAN CORP | 1.77% | |
| EATON CORP PLC | 1.72% | |
| MORGAN STANLEY | 1.69% | |
| ARTHUR J GALLAGHAR AND CO | 1.69% | |
| ABBVIE INC | 1.68% | |
| INTUIT INC | 1.68% | |
| NXP SEMICONDUCTORS NV | 1.62% | |
| TRANE TECHNOLOGIES PLC | 1.54% | |
| STRYKER CORP | 1.51% | |
| ORACLE CORP | 1.47% | |
| TESLA INC | 1.30% | |
| MEDTRONIC PLC | 1.21% | |
| HOWMET AEROSPACE INC | 1.21% | |
| CONOCOPHILLIPS | 1.17% | |
| ENTERGY CORP | 1.09% | |
| VULCAN MATERIALS CO | 1.05% | |
| BLACKSTONE INC | 1.02% | |
| SOUTHERN CO | 1.02% | |
| AUTOZONE INC | 1.00% | |
| ASML HOLDING-NY | 0.96% | |
| AMPHENOL CORPORATION CL A | 0.95% | |
| EDWARDS LIFESCIENCES CORP | 0.94% | |
| PROGRESSIVE CORP OHIO | 0.92% | |
| UNITED RENTALS INC | 0.88% | |
| PROLOGIS INC REIT | 0.83% | |
| REGENERON PHARMACEUTICALS INC | 0.82% | |
| WESTERN DIGITAL CORP | 0.81% | |
| VERTEX PHARMACEUTICALS INC | 0.76% | |
| DEERE & CO | 0.75% | |
| MONDELEZ INTL INC | 0.73% | |
| MICRON TECHNOLOGY INC | 0.69% | |
| JPMorgan Prime Money Market Fund, IM Shares | 0.55% | |
| BOSTON SCIENTIFIC CORP | 0.46% |
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